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, on the floor we call it the growth dividend. if you look at a chart for our ten-year starting on july 26th, and i pick july 26th because that was mario draghi's big day. he said anything it takes. as you look at our rates over that period, then look at the boon rates over that period. you can see that the growth/disparity, our yields are higher in that formation than boon yields, because even though funding issues have been largely contained since that july 26th day, we can still see that the prospects for growth may be reflected in these charts, as the prospects for growth are larger in the u.s., fiscal cliffs issues would make it larger. foreign exchange, mainly everybody on this post-holiday, light volume session, seems to have one eye on the yen. whether it's against the u.s. currency, the dollar/yen or euro/yen. both patterns look more aggressive on the dollar side. obviously abe as prime minister is going to bring along with him the largest printing press we can remember recently. and that, of course, will start a chain reaction and maybe other printing presses will run a little fast
nationwide consumer confidence came in at the lowest rating since july. >> there's no question, especially from sandy, at the beginning of november, there was a lot to make up as we got throughout the course of november. but black friday came back nicely. we actually think that it's more going to affect some of the lower income consumers as you look back at the consumer confidence numbers than the higher end special names. we think it will hold it pretty well throughout the season. >> speaking of high end specialty names, you do favor coors and lululemon, those are some of the highest retailers out there. what do you see coors doing right? what sorts of sales numbers do they need to see this season to justify the valuation? >> they're at about 27 times. which given the kind of growth rate they've seen, i don't think it's all that expensive. the same-store sales were 25% last quarter. don't see that slowing even though we have modeled in a slowdown from that. not just at their retail stores, where they have a lot of room to open more stores. at the wholesale accounts, the big department sto
depot's annual revenue comes for the quarter that ends in july, about the same for lowe's as well. those are two stocks to watch in today's decision. but the nrf guy also made a point of saying that containers are coming in, and there could be a backup that needs to be resolved. even if the situation is resolved in a matter of days, there are still going to be containers that are stacked and they've got to work through that backlog before they can take in new containers. so there will be a ripple effect. >>> let's bring in peter anderson, senior portfolio manager with congress manage asset. good to see you. >> thank you. >> at this point, what is the risk to the markets? risk to the upside or the downside if a deal is reached? >> well, i first have to tell you that strategically, i'm not really factoring that the whole fiscal cliff picture into a longer term portfolio strategy. i think it's very, very difficult to do that however, like everybody else, we are glued to the headlines to see how this thing is going to play out. butting that being said, i think the main important reason is th
be brought up, it would pass overwhelmingly, i repeat. any given day the past six months, since july 25th, speaker boehner could have the middle class tax cut legislation to vote in the house and it would pass. but he is doing -- made the decision he is not going to let a vote on that because if he let it be voted upon it would pass. i have said here, mr. president, it is not too late for the speaker to take up the senate-passed bill but that time is even winding down. today is thursday. he is going to give 48 hours' notice to the house before they come back. so, 48 hours from today is saturday. with just that one vote, middle class families would have the secure that their taxes wouldn't go up by at least $2200 on new year's day. that's the average. some would go up more, some less, of course. speaker boehner should call members to of the house back to washington today. he shouldn't have let them go, in fact. they're not here. they're not here. john boehner seems to care more about keeping his speakership than keeping the nation on firm financial footing it is obvious, mr. president, wha
Search Results 0 to 3 of about 4